-54.4%
ADBE vs A
+31.5%
-85.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.7% | -0.8% | -2.8% |
| 7D | -10.1% | -2.1% | -8.0% | -9.6% |
| 30D | -3.0% | +0.6% | -3.6% | -3.1% |
| 3M | +5.0% | +10.9% | -5.9% | +2.2% |
| 6M | -9.3% | +28.2% | -37.4% | -15.2% |
| YTD | -26.5% | +8.6% | -35.1% | -28.2% |
| 1Y | -28.3% | +15.5% | -43.8% | -31.4% |
| All | -54.4% | +31.5% | -85.9% | -58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded A wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling